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Mihir Vora on GARP Investing
Mihir Vora on GARP Investing
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EPISODE 25
30 Jan 2023

Rajashekhar Iyer’s stock market journey has taken him from writing notes on stocks for a magazine to being recognized as a super investor. His unique investing style uses Benjamin ... Read more

Rajashekhar Iyer’s stock market journey has taken him from writing notes on stocks for a magazine to being recognized as a super investor. His unique investing style uses Benjamin Graham’s approach as a base...and to that he has made modifications to evolve a style that is time tested. This involves when to buy a stock, and when to exit. His approach to position sizing is extremely well thought through, and something investors should emulate. This fascinating episode is bound to make you think about how you could improve your own approach to stock picking, and portfolio building. Listen in... Read more

EPISODE 24
16 Jan 2023

Andrew Holland’s unique approach to investing helped his firm avoid losses in the great financial crisis, and then later during the peak pandemic scare in March 2020. The key behin ... Read more

Andrew Holland’s unique approach to investing helped his firm avoid losses in the great financial crisis, and then later during the peak pandemic scare in March 2020. The key behind these big calls? Get a global perspective...and when you don’t know, you exit. He does not like to lose money. He doubles down on this by having a hard stop loss in place. Not surprisingly, his “active” approach to investing, in contrast, to buy and hold, has delivered over a long period of time. While “active” is not everyone’s cup of tea, hearing Andrew will make you think about what you are missing. Listen in... Read more

EPISODE 23
19 Dec 2022

Vikaash Khdloya is the head of Asia’s largest REIT. What’s a REIT? Well, it’s a new investment opportunity that you should take note of. More on that in this episode. We also talk ... Read more

Vikaash Khdloya is the head of Asia’s largest REIT. What’s a REIT? Well, it’s a new investment opportunity that you should take note of. More on that in this episode. We also talk about what it takes to do well in residential and commercial real estate. And very interestingly, we get a unique insight into how MNCs are thinking about India as an investment destination. Listen in... Read more

EPISODE 22
12 Dec 2022

Sridhar Sivaram talks about the importance of macro when picking stocks, the power of position sizing and the criticality of overall asset allocation. Sridhar also discusses the st ... Read more

Sridhar Sivaram talks about the importance of macro when picking stocks, the power of position sizing and the criticality of overall asset allocation. Sridhar also discusses the story behind the (in)famous Morgan Stanley Growth Fund...what went right, and what went wrong. And Why! Sridhar also talks of Value vs Growth...what he has been preferring...and how his preference is starting to change. As always we cover a lot more ground. A must listen... Read more

EPISODE 21
05 Dec 2022

Chris Mayer, portfolio manager and the author of 100 Baggers, shares his stock-picking process, its evolution and why he believes the “old” Buffett stock-picking method may not wor ... Read more

Chris Mayer, portfolio manager and the author of 100 Baggers, shares his stock-picking process, its evolution and why he believes the “old” Buffett stock-picking method may not work anymore. We dive deep into his approach to portfolio construction and asset allocation. Overall a master class on stock picking, portfolio construction and asset allocation. It’s unmissable. Listen in... Read more

EPISODE 20
28 Nov 2022

Sumeet Nagar’s amazing track record in the smallcap and midcap space is no fluke. He has a solid decision-making process on which stocks to buy, how much to buy, and, equally impor ... Read more

Sumeet Nagar’s amazing track record in the smallcap and midcap space is no fluke. He has a solid decision-making process on which stocks to buy, how much to buy, and, equally importantly, when to sell. Host Rahul Goel digs into each of these aspects. They also talk about asset allocation, on India’s prospects, and new-age tech stocks. Listen in... Read more

EPISODE 19
21 Nov 2022

Nithin Eapen is a long-term crypto investor. Surprising as this may seem, it’s true. Apart from being a successful crypto investor, Nithin’s other strength is that he can explain a ... Read more

Nithin Eapen is a long-term crypto investor. Surprising as this may seem, it’s true. Apart from being a successful crypto investor, Nithin’s other strength is that he can explain all things crypto in a way that you can make sense of it. So, if you want to learn about the world of crypto...how it works, how scams happen and how you can try and ride it, this is a must listen. Tune in NOW! Read more

EPISODE 18
07 Nov 2022

Nilesh Shah is perhaps one of the best debt fund managers India has ever had. Not only did he rack up great returns, Nilesh once told investors in his fund to redeem their monies a ... Read more

Nilesh Shah is perhaps one of the best debt fund managers India has ever had. Not only did he rack up great returns, Nilesh once told investors in his fund to redeem their monies as the future was likely to be bleak. That’s quintessential Nilesh for you. Always focused on his investors. Nilesh is a big believer in the India story. As he puts it, India’s GDP grew 10x in the last 25 years. And he believes that a 10x will happen again. Listen in to understand how to play this opportunity... Read more

EPISODE 17
31 Oct 2022

It’s not for no reason that Vijay Kedia has a cult-like following in the Indian stock markets. He has had a string of massive successes, right from 1991...and as a result, has scri ... Read more

It’s not for no reason that Vijay Kedia has a cult-like following in the Indian stock markets. He has had a string of massive successes, right from 1991...and as a result, has scripted the classic rags to riches story in the stock market. Vijay buys cheap stocks and he tries to buy them at the right time...the reason for his success is something else. He bets Big. With a big B. Vijay and I talk about his journey...successes and failures in stock picking. And of course, we spend considerable time talking about portfolios and position sizing. A must listen... Read more

EPISODE 16
10 Oct 2022

Manish Sabharwal knows what makes the Indian economy tick, and what could make it tick a whole lot faster. He is after all the person who is providing a key input for that growth i ... Read more

Manish Sabharwal knows what makes the Indian economy tick, and what could make it tick a whole lot faster. He is after all the person who is providing a key input for that growth i.e. people! Manish believes that China’s pivot has brought forward global interest in India...and the fact there is no scalable alternative, makes the India story even more enticing. This among others is a key reason why he thinks that the next 20 to 25 years could be India’s moment. All we need to do is grab it...and for that Manish offers a 5-point action plan. Listen in... Read more

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